Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,452,355
+$194,241 QoQ
Shares Held
87,998
+2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#309
of 1,452 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Dupree Financial Group, LLC holds $5,452,355 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
87,998 | $5,452,355 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,452,355 | 87,998 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,258,114 | 85,945 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,061,075 | 125,263 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,500,574 | 123,385 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,892,574 | 119,642 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,467,893 | 145,973 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,143,489 | 96,302 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,951,903 | 93,849 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,919,866 | 93,144 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,794,558 | 88,624 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,035,791 | 87,701 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||